Reports

Discussion List

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  1

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  Renaming Rules: Report and Maintenance

  Reviewed Eloiser 42 views 2 comments 1 point Most recent by Jim_Harman March 2025Manage Accounts and Transactions
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  1

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  Sub Category of Category List and Non-Profits

  Reviewed Oompii 23 views 2 comments 1 point Most recent by Jim_Harman March 2025Reports
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  Spending Report vs Current Budget

  Closed David Mueller 173 views 7 comments 0 points Most recent by RJC62 March 2025Budgeting and Planning Tools (Windows)
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  1

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  Customer report of credit balances.

  Reviewed RVicker 31 views 1 comment 1 point Most recent by UKR March 2025Product Enhancements
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  1

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  Fix Current Budget Report Heading Error

  Reviewed Stephen Kimmel 21 views 0 comments 1 point Started by Stephen Kimmel March 2025 Budget and Planning Tools
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  3

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  Printing Statements with over 500 customers in the history

  Reviewed RVicker 21 views 0 comments 3 points Started by RVicker March 2025 Reports
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  Income/Expense by Category – Error

  Answered ✓ Closed Steve Allain 83 views 3 comments 0 points Most recent by Steve Allain March 2025Reports (Windows)
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  Saved Report doesn't save the Categories used to make it

  Answered ✓ Closed steveogetsatis 105 views 6 comments 0 points Most recent by steveogetsatis March 2025Errors and Troubleshooting (Windows)
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  Quicken Not Doing Budget Report Math Correctly

  Answered Closed WSC 102 views 3 comments 0 points Most recent by WSC March 2025Errors and Troubleshooting (Windows)
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  1

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  Investment Market Value Change Report

  Reviewed isonclubikin 22 views 2 comments 1 point Most recent by isonclubikin March 2025Reports
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  Track Transactions by Payment Processing Platform

  Reviewed Cooper's Dad 65 views 3 comments 1 point Most recent by Cooper's Dad March 2025Manage Accounts and Transactions
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  1

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  Have Spending by Tag report display the total profit/loss associated with a tag [Edited]

  Reviewed wyndham.sellers 11 views 0 comments 1 point Started by wyndham.sellers March 2025 Reports
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  3

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  Networth Report - Exclude Unrealized Gains

  Reviewed ramesh.baanu 23 views 2 comments 3 points Most recent by jacobs March 2025Reports
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  QMac 8.1 - how to access the new business report filters?

  Answered Closed MontanaKarl 71 views 4 comments 0 points Most recent by Quicken Victoria March 2025Business and Rental Property Tools (Mac)
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  Option to include future reminder transactions in Budget reports

  Reviewed brockmari 42 views 1 comment 2 points Most recent by UKR March 2025Budget and Planning Tools
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  Prior Year comparisons fail when prior year is a leap year

  Answered ✓ Closed HLT 41 views 3 comments 0 points Most recent by HLT March 2025Reports (Windows)
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  What is the primary, secondary, tertiary sort for the Missing Check Report

  Answered Closed atitel22 41 views 1 comment 0 points Most recent by q_lurker February 2025Reports (Windows)
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  2

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  Retire All Years Except for Current Year and Seven Years Prior

  Reviewed SSTOUT4 42 views 1 comment 2 points Most recent by NotACPA February 2025Backups and File Conversions
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  124

  Up
  Investment Performance Report for Quicken MAC? (40 merged votes)

  Under Consideration lp1756 2.8K views 43 comments 124 points Most recent by jacobs February 2025Investments
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  Transaction Reports - View - Columns - No Choice for "Clients" (Q Mac)

  Closed FredRVet 116 views 5 comments 0 points Most recent by Quicken Jasmine February 2025Business and Rental Property Tools (Mac)
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  Quicken Classic Business & Personal for Mac - HOA Bookkeeping

  Answered ✓ Closed FredRVet 336 views 12 comments 0 points Most recent by FredRVet February 2025Business and Rental Property Tools (Mac)
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  Do I need to upgrade my subscription to customize my reports? (Q Mac)

  Answered Closed QDH 53 views 1 comment 0 points Most recent by Quicken Jasmine February 2025Reports (Mac)
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  Net Worth Report Not Functioning Properly

  Answered Closed Carlos G. 830 views 35 comments 0 points Most recent by Quicken Jasmine February 2025Errors and Troubleshooting (Windows)
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  Banking Reports

  Closed SmilinJack 121 views 5 comments 0 points Most recent by SmilinJack February 2025Reports (Windows)
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  Printing in Landscape Format

  Answered ✓ Closed ams228 173 views 8 comments 0 points Most recent by Quicken Kristina February 2025Reports (Windows)
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  Federal Estimated Tax for QMac Tax reports

  Answered ✓ Closed jon857 112 views 4 comments 0 points Most recent by jon857 February 2025Reports (Mac)
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  Graph Colors

  Answered Closed dsmith5010 33 views 1 comment 0 points Most recent by Quicken Anja February 2025Reports (Windows)
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  9

  Up
  Is Quicken working on allowing user ordering of saved reports?

  Reviewed NYCTMAGA 181 views 5 comments 9 points Most recent by FredArthur February 2025Reports
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  More of a problem than an idea with budget report on the Mac not reporting income

  Closed chip.gilbert 122 views 6 comments 1 point Most recent by Quicken Jasmine February 2025Budgeting and Planning Tools (Mac)
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  Category reports not printing correctly (Q Mac)

  Answered ✓ Closed Danielle Wilson 105 views 6 comments 0 points Most recent by RickO February 2025Reports (Mac)